Product Finance Assistant
We’re currently looking for an exceptional Product Finance Assistant to join our team. The Finance Assistant will play a key role in supporting the Mattioli Woods Product team. This newly created position centralises the management and governance of provider fees, work that currently sits across multiple teams. The role would suit someone with a keen eye for detail who enjoys process-driven work and wants to make a tangible impact on the efficiency and accuracy of our fee operations.
What we’re looking for:
- Experience in a finance role, ideally as a Finance Assistant.
- A professional, approachable and clear communicator.
- Strong attention to detail and the ability to work accurately with data and processes.
- Comfortable using Microsoft Office; Xplan experience would be a bonus.
- Organised, proactive and able to manage multiple tasks effectively.
- Confident working both as part of a team and independently when required.
What you’ll be doing:
- Manage and validate regular fee processes, including fee files, statements and journals.
- Maintain fee codes and fee structures across systems, ensuring records are accurate and up to date.
- Review fee reports and resolve queries with colleagues across CRMs, Finance, Investment Operations and Product Administration using Xplan.
- Complete assurance checks, support audits and keep clear documentation of fee activity.
- Identify opportunities to improve fee administration processes and reduce manual effort.
- Carry out other relevant duties in line with the role and company policies.
Why join us?
At Mattioli Woods, you’ll work closely with senior leadership, contribute to high-level decision-making and grow your career in a supportive, dynamic environment. This role offers autonomy, career progression and the opportunity to be part of a team that values expertise and collaboration.
Perks and benefits
- 💰 Competitive salary.
- ⏰ 20 hour working week- Hours can be flexible.
- 🏠 Hybrid working – a blend of home and office time.
- 💼 5% employer/5% employee pension.
- 💖 4x salary life assurance and group income protection.
- 🏥 Health cash plan (Core Level 1).
- 🎉 25 days’ holiday plus statutory holidays, increasing with service.
- 🌱 Training and development opportunities.
- 🤝 A supportive, collaborative team environment.
Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services.
Skills Required
- Experience in a finance role, ideally as a Finance Assistant
- Professional, approachable, and clear communication skills
- Strong attention to detail and ability to work accurately with data and processes
- Comfortable using Microsoft Office
- Xplan experience
- Organized, proactive, and able to manage multiple tasks effectively
- Ability to work independently and as part of a team
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
